Kohl’s (NYSE:KSS) Price Target Cut to $15.00 by Analysts at JPMorgan Chase & Co.

Kohl’s (NYSE:KSS) had its target price lowered by investment analysts at JPMorgan Chase & Co. from $22.00 to $15.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm currently has an “underweight” rating on the stock. JPMorgan Chase & Co.‘s target price points to a potential upside of 2.68% from the stock’s current price.

Other analysts have also issued research reports about the stock. Wall Street Zen lowered shares of Kohl’s from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Kohl’s in a research report on Thursday, January 22nd. The Goldman Sachs Group lifted their target price on Kohl’s from $11.00 to $15.00 and gave the company a “sell” rating in a research note on Wednesday, November 26th. BTIG Research reaffirmed a “neutral” rating on shares of Kohl’s in a research note on Tuesday, November 25th. Finally, Citigroup decreased their price target on Kohl’s from $23.00 to $20.00 and set a “neutral” rating on the stock in a report on Thursday, February 19th. One research analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus price target of $15.64.

Kohl’s Price Performance

Shares of KSS stock traded down $0.19 during trading hours on Tuesday, hitting $14.61. 19,781,250 shares of the company’s stock were exchanged, compared to its average volume of 4,176,693. Kohl’s has a 52 week low of $6.04 and a 52 week high of $25.22. The stock has a market cap of $1.64 billion, a price-to-earnings ratio of 8.49 and a beta of 1.42. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.30 and a quick ratio of 0.12. The stock’s 50-day moving average is $18.43 and its 200-day moving average is $18.12.

Kohl’s (NYSE:KSS) last released its quarterly earnings results on Tuesday, March 10th. The company reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.86 by $0.21. Kohl’s had a return on equity of 4.30% and a net margin of 1.23%.The business had revenue of $5.17 billion during the quarter, compared to analysts’ expectations of $5.08 billion. During the same period in the previous year, the business posted $0.95 earnings per share. The firm’s revenue for the quarter was down 3.9% compared to the same quarter last year. Kohl’s has set its FY 2026 guidance at 1.000-1.600 EPS. As a group, research analysts forecast that Kohl’s will post 1.3 EPS for the current year.

Insider Activity at Kohl’s

In related news, CFO Jill Timm sold 10,000 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $24.00, for a total value of $240,000.00. Following the completion of the sale, the chief financial officer owned 325,561 shares in the company, valued at approximately $7,813,464. This represents a 2.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 1.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Kohl’s

Several institutional investors have recently modified their holdings of KSS. Vanguard Group Inc. increased its stake in shares of Kohl’s by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 12,181,767 shares of the company’s stock valued at $248,630,000 after acquiring an additional 273,500 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in Kohl’s by 12.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 5,597,801 shares of the company’s stock valued at $114,250,000 after purchasing an additional 620,070 shares during the period. American Century Companies Inc. grew its holdings in Kohl’s by 7.5% during the third quarter. American Century Companies Inc. now owns 5,042,333 shares of the company’s stock valued at $77,501,000 after purchasing an additional 351,691 shares during the period. Geode Capital Management LLC increased its stake in Kohl’s by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 2,703,024 shares of the company’s stock valued at $55,177,000 after purchasing an additional 47,037 shares in the last quarter. Finally, Fuller & Thaler Asset Management Inc. bought a new stake in Kohl’s in the fourth quarter valued at approximately $49,796,000. 98.04% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Kohl’s

Here are the key news stories impacting Kohl’s this week:

• Positive Sentiment: Q4 EPS beat and profit uptick — Kohl’s reported $1.07 EPS vs. the $0.86 consensus and posted quarterly net income of roughly $125M, evidence the turnaround is producing near‑term profit leverage. MarketBeat Q4 release
• Positive Sentiment: Management says margin gains are possible — Kohl’s highlighted margin improvement initiatives that supported the earnings beat despite weak top‑line trends. Proactive Investors
• Positive Sentiment: Analyst support remains from some firms — Telsey Advisory reaffirmed a market‑perform rating and maintained a $23 price target, providing a potential upside narrative for patient investors. TickerReport/Telsey note
• Neutral Sentiment: Strategic shift to e‑commerce emphasized — Kohl’s says it will lean into e‑commerce as lower‑income shoppers tighten spending; this is a necessary long‑term move but may take time to materially revive sales. PYMNTS
• Negative Sentiment: FY‑2026 guidance missed expectations — Kohl’s issued EPS guidance of $1.00–$1.60 (street ~$1.82) and forecast sales below some Street estimates, which undercuts the sustainability of the rally and pressures valuation. Reuters
• Negative Sentiment: Same‑store sales and revenue trends remain weak — Q4 net sales fell ~3.9% year‑over‑year and comparable sales disappointed, reinforcing concerns about persistent demand weakness in Kohl’s core customer base. WSJ
• Negative Sentiment: Street skepticism and sell signals — Evercore ISI called the post‑earnings rally a “relief” move and suggested using the pop to sell, highlighting structural concerns that could limit a durable recovery. TalkMarkets / Evercore note
• Negative Sentiment: Management warns of cautious shoppers — Kohl’s CFO said core customers are being “choiceful,” signaling softer discretionary spending that could pressure higher‑margin categories. Benzinga

Kohl’s Company Profile

Kohl’s Corporation, founded in 1962 by Maxwell Kohl and headquartered in Menomonee Falls, Wisconsin, is a leading American department store retailer. The company operates approximately 1,100 stores across 49 states, offering a combination of value-oriented pricing, private-label brands and national labels. Since its initial public offering in 1992, Kohl’s has focused on broadening its product assortment and enhancing the in-store and online shopping experience.

The retailer’s merchandise portfolio spans apparel, footwear, accessories, and beauty products for women, men and children, as well as home goods, kitchenware and seasonal décor.